Ropes Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-226
| Closed | -$27K | – | 795 |
|
|
2020
Q4 | $27K | Buy |
226
+26
| +13% | +$3.11K | ﹤0.01% | 452 |
|
|
2020
Q3 | $23K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2020
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2019
Q4 | $23K | Sell |
200
-75
| -27% | -$8.63K | 0.01% | 404 |
|
|
2019
Q3 | $32K | Buy |
275
+75
| +38% | +$8.73K | 0.01% | 380 |
|
|
2019
Q2 | $23K | Hold |
200
| – | – | ﹤0.01% | 420 |
|
|
2019
Q1 | $21K | Hold |
200
| – | – | 0.01% | 403 |
|
|
2018
Q4 | $18K | Hold |
200
| – | – | 0.01% | 388 |
|
|
2018
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2018
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 437 |
|
|
2018
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2017
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 467 |
|
|
2017
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2017
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
|
2017
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 425 |
|
|
2016
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 400 |
|
|
2016
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
|
2016
Q1 | $12K | Buy |
+200
| New | +$12K | 0.01% | 321 |
|